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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,270 | $93,345-86.9% | $119,126-89.7% | $87,485-86.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 86.98% | 19.08%+67.9pp | 282.11%-195.1pp | 26.06%+60.9pp |
| Employer contribution / active EE | $11,476 | $3,172+261.8% | $4,034+184.5% | $2,596+342.0% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $76 | $8,039-99.1% | $10,693-99.3% | $7,775-99.0% |